Daniel Harkins
Advisor at Bedrock Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bedrock Advisors
Location
Mountlake Terrace, WA 98043
Credentials
PFS™
Industry experience
3 years
About
Daniel Harkins is a financial advisor at Bedrock Advisors with three years of industry experience. He holds the Personal Financial Specialist (PFS™) designation and is also a principal owner of Bedrock CPA Group, LLC, an accounting firm, as well as part owner of a tax preparation firm and an investment holding company in Edmonds, WA. Bedrock Advisors is an independent, fee-only registered investment adviser serving individuals, plan sponsors, corporations, trusts, and other business clients. The firm offers investment management, comprehensive financial planning, and employee benefit retirement plan services, combining asset allocation strategies aligned with Modern Portfolio Theory and a range of investment vehicles, supported by the principal’s CPA background and PFS credential.
Client services
Based on Bedrock Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Bedrock Advisors
Business sale tax planning
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.40%
Hourly rate is $350/hour for additional financial planning services beyond the included hours.
Minimum fee: Investment Management fee is negotiable; One-Time Comprehensive Financial Plan fees range from $6,000 to $12,000; Ongoing Financial Planning fees range from $2,500 to $7,000 annually. Fee-only: Financial planning fees include Ongoing Financial Planning ($2,500–$7,000 annually) and One-Time Comprehensive Financial Plans ($6,000–$12,000). Fees are negotiable.
Location
22313 70 Th Ave W, Suite L2
Mountlake Terrace, WA 98043
Most active in
Daniel H has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
Bedrock Advisors, LLC
2022 - Present (4 years)
Bedrock CPA Group, LLC
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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